Managed Investments
Corrs' lawyers bring a wealth of Australian and overseas knowledge on managed investments to their advice on the introduction of a wide range of cutting-edge financial products and services, including account aggregation and exchange traded funds.
Corrs advises on all aspects of the regulation and operation of managed investment schemes and their administration, custodial and investment management arrangements.
Our services to clients include advice on:
- registered and unregistered managed investment schemes, including drafting constitutions and compliance plans and ongoing compliance issues;
- trust law and fiduciary obligations;
- directors' duties and conflicts of interest;
- licensing of issuers and distributors of financial products;
- the appointment of professional responsible entities in respect of a scheme and the issues associated with that appointment including entrenchment and indemnity issues;
- disclosure issues for managed investments, including reviewing disclosure documents and related due diligence and verification procedures;
- electronic distribution of financial products;
- privacy law issues, including compliance programs for financial services providers;
- investment management, custody and administration arrangements;
- establishing and administering property and listed trusts.
Corrs has committed significant resources to keeping on top of the reforms introduced under the Financial Services Reform Act 2001 that continue to impact on all financial services businesses, including those involved in managed investments.
